M&A Deal Summary |
|
|---|---|
| Date | 2021-01-05 |
| Target | Alliance Benefit Group Rocky Mountain |
| Sector | Business Services |
| Buyer(s) | PCS Retirement |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2001 |
| Sector | Business Services |
PCS Retirement is a conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans. PCS offers its services to over 800 channel partners to deliver a customizable platform ideally suited for registered investment advisors, independent broker dealers and investment management firms serving the retirement ecosystem. PCS Retirement was founded in 2001 and is based in Philadelphia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector (Business Services) | 1 of 1 |
| Type (Add-on Acquisition) | 2 of 2 |
| State (Utah) | 1 of 1 |
| Country (United States) | 2 of 2 |
| Year (2021) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-31 |
ASPire Financial Services
St. Petersburg, Florida, United States ASPire Financial Services LLC is a service provider of smart retirement solutions, serving advisors, plan sponsors and TPAs since 2002 with a conflict-free, open-investment retirement planning management system supporting all plan types [401(k), 403(b), 457, IRA including Payroll Deduction, HSA, Cash Balance, Defined Benefit, Non-Qualified]. Aspire provides a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options through its proprietary technology platform and strategic partnerships. |
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